October PASA published their framework for the award of pension administration accreditation, effectively a “kite” mark.
Framework for the award of pension administration accreditation
The framework covers a wide range of issues such as ser…
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We're delighted to have experienced Trustee and MND, John Heatly, provide his take on some of the issues Trustees can face when working with Pension Administrators as well as providing some advice on how to work in harmony.
"Why hasn't it been d…
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Recently, I happened to be relaxing before bedtime watching News at Ten, only to be shaken into complete disbelief as a public sector employee stated that “we’re being robbed of our pensions and it’s the bankers’ fault”.
Obviously blissf…
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Just a few months into the New Year and we are already making history! Dalriada managed the first ever transfer of a contracted out scheme to the Financial Assistance Scheme.
It’s May now and tPR urges trustees to seek professional help to unde…
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Tom Nimmo looks at the changing landscape of data management and urges trutees to recognise where there is still room for improvement.
It is now over twelve months since the Pensions Regulator (tPR) published its Guidance on Record Keeping. The …
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Chris Roberts of Dalriada Trustees considers envrionmentally sensitive investments and whether 'going green' is really a viable funding option.
I was reading a recent article highlighting a report by “Forum for the Future” pushing for ma…
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The Pensions Regulator (tPR) has issued a statement reminding trustees of the importance of identifying the statutory employer(s) of their scheme.
A statutory employer is obligated to meet the scheme specific funding requirements, to pay Section 7…
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With the Pensions Regulator guiding schemes towards seeking external covenant monitoring, Dalriada Trustees’ Claire McGruer argues it does not have to be an expensive exercise.
It is the trustees’ ongoing responsibility to actively and regular…
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Independent Trustee, Dalriada Trustees Limited, has today successfully completed the transfer of one of two schemes to the Financial Assistance Scheme (FAS). Together, these two schemes represent the first contracted-out pension schemes to transfer…
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When a member leaves a trust based pension scheme within 3 months of joining, the Scheme may require the member to receive a refund of their own contributions (net of tax and contracting out deductions). Should the member leave between 3 months and…
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